Harvesters Update
We had 43 clients and prospective clients show up to help local families & individuals who experience: Noun – Food in-se-cu-ri-ty – the condition of not having access to sufficient food, or food of an adequate quality, to meet one’s basic needs. We split up into 2 groups. Group 1 put together 340 cases of food items for the elderly …
Back to the Basics: In Retirement Planning, Time Waits for No One
If there is one asset that has become more valuable than all others, it is time. It is finite, making it scarce. It is fluid, making it difficult to grasp. It is often misunderstood, allowing it to escape our attempts at mastery. In fact, time is the very asset we would willingly trade all others for—if only we could have …
Briefcase Study: Replacing Paychecks with Retirement Income
What happens if you stop working for money next year? As people approach retirement, they often run a series of calculations in their heads to determine the right timing. While financial variables play a significant role, non-financial considerations also come into play. Questions such as whether they are truly ready to lose the structure of a workplace or how they …
2025 Spring Newsletter: Kansas City
Spring is here again, bringing its familiar renewal—brighter days, new beginnings, and a fresh sense of optimism after winter’s stillness. But as nature blooms, so too does a new political season, stirring emotions that range from joy to fear. Are we entering a political and economic springtime, or is this something else? Are we pulling weeds to make room for …
Meet Maximus Dougan
Scott and Jennifer rescued this little cutie from KC Pet Project the past November. Max is a 5-month old Rhodesian Ridgeback. This breeds’ temperament is dignified, mischievous, intelligent, loyal, sensitive and strong-willed. We can agree that he’s all these adjectives!
Team Corner
Congratulations to O.J. Allen, CFP® O.J. recently passed the CFP® certification examination and met all requirements to earn this designation. We are proud to recognize this significant accomplishment and O.J.’s hard work, determination and dedication. The CFP® designation is the highest standard of excellence in the field of personal financial planning. Cheers to O.J.!
Briefcase Study: Do you make New Year’s Resolutions?
Do you make New Year’s Resolutions? Do you also keep New Year’s Resolutions? I’m not a big resolutions guy, but I’m happy to hear from others who’ve had a resolution actually stick. A friend of mine started a resolution to floss his teeth daily starting on January 1st, 2012, and hasn’t missed a day since. When you read this, assuming …
Back to the Basics: New Year Reflection
New Year Reflection: The Mexican Fisherman and the American Businessman As we embark on another year, it’s natural to think about our goals and ambitions—working harder, saving more, and striving for greater ‘success’. But amidst this drive, it’s worth pausing to reflect on what we truly want out of life. One story that captures this sentiment beautifully is the parable …
2025 Winter Newsletter: Kansas City
For those of you who are keeping score at home, 2025 is underway. Wow. I’m not sure about you, but when someone tells a story about something that happened 30 years ago, I still imagine they’re talking about the 1970s or ’80s. My time calculator hasn’t been updated in a long while and I’m not sure that’ll change anytime soon. …
Fall Festival: Viva Las Vegas
You’re Invited: Fall Festival You and a guest are cordially invited to our annual Fall Festival – Viva Las Vegas Style! Wear your favorite Elvis gear or an outfit from the classic film – Viva Las Vegas! Thurs, October 24th 6:00-9:00pm Meadowbrook Clubhouse 9101 Nall Avenue Prairie Village, KS 66207 Entertainment: Victor Trevino, Jr The World’s Best Elvis Tribute Artist …
